Enable and Create Hire Requests

Hire Requests allow your organization to request approval for a new position before creating a job opening. Using a customizable request form, teams can gather the information and approvals needed without leaving Trakstar Hire.

Before You Begin

A Super Admin must enable the Hire Requests feature before it can be used.

Once enabled:

• A Hire Requests module appears in the left navigation for all users.
• Super Admins can create and manage Hire Request templates.
• Users can begin submitting Hire Requests using those templates.

Enable Hire Requests

1. Navigate to Settings > Hire Requests.
2. Enable the Hire Requests feature.
3. Confirm that the Hire Requests module appears in the left navigation.

Create a Hire Request Template

Hire Request templates define the form users complete when requesting a new position.

To create a template:

1. Go to Settings > Hire Requests.
2. Select + Add new template.

Enter:

• Template Name
• Description to help users determine when to use the template.
1. Build the request form.

Configure Form Fields

Each template includes several standard required questions that cannot be removed.

To collect additional information:

1. Select + Question.
2. Add the desired question.
3. Enable Mark as important to make the question required when users submit the request.

Configure Reviewers

Each Hire Request template includes an approval workflow.

You can configure:

• Up to three approval levels
• Multiple reviewers within each level

If multiple reviewers are assigned to the same level, every reviewer at that level must approve the request before it advances to the next approval stage.

After configuring the form and reviewers, save the template. It is immediately available for users to create Hire Requests.

Create a Hire Request

The following user roles can create Hire Requests:

• Super Admin
• Recruitment Manager
• Recruiter

Hiring Team Members cannot create Hire Requests, even if they can participate in other hiring activities.

To submit a Hire Request:

1. Select Hire Requests from the left navigation.
2. Click + New Request.
3. Choose the appropriate template.
4. Complete the request form.
5. Review the approval workflow displayed on the right side of the page.
6. Review the job description at the bottom of the form.
7. Submit the request.

After submission, the Hire Request is automatically routed to the first group of reviewers for approval.